Naspers Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Naspers Ltd. reported 2 stock positions worth $84.4 million. Its top holding was Similarweb (SMWB) at 81.2% of the portfolio, followed by Skillsoft (SKIL, 18.8%). Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from Remitly Global (RELY).

Most Recent 13F
Q2 2026
Location
CAPETOWN, T3
CIK
0001106051
Portfolio Value
$84.4M (Q2 2026)
SEC Filing
0001193125-26-344686 ↗ filed Aug 11, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $729.5M Q2 2024 Q3 2024: $773.6M Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $711.9M Q2 2025 Q3 2025: $661.8M Q3 2025 Q4 2025: $463.3M Q4 2025 Q1 2026: $252.9M Q1 2026 Q2 2026: $84.4M $84.4M Q2 2026

Holdings 2 stocks · $84.4M

SMWB Similarweb Ltd. 81.19% 11,173,265 $68.5M No change
SKIL Skillsoft Corp. 18.81% 3,063,085 $15.9M No change

Portfolio Sells Q1 2026 → Q2 2026

RELY Remitly Global Inc. Sold out 0.00% −83.28

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$84.4MSMWB, SKIL
Q1 2026 3$252.9MRELY, SMWB, SKIL
Q4 2025 3$463.3MRELY, SMWB, SKIL
Q3 2025 5$661.8MRELY, SMWB, IONQ, SKIL, UDMY
Q2 2025 4$711.9MRELY, UDMY, SMWB, SKIL
Q1 2025 4$1.0BRELY, UDMY, SMWB, SKIL
Q4 2024 4$1.2BRELY, SMWB, UDMY, SKIL
Q3 2024 4$773.6MRELY, UDMY, SMWB, SKIL
Q2 2024 4$729.5MRELY, UDMY, SMWB, SKIL
Q1 2024 4$1.1BRELY, UDMY, SMWB, SKIL